Plan Snapshot
- Plan Sponsor: Rever Grand LLC
- Sponsor EIN: 813727606
- Sponsor Address: 1551 NORTHEAST F STREET, GRANTS PASS, OR, 97526
- Plan Type: DC
- Total Participants: 1,988
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,988 | $12.6M | $2.3M | $4.2M |
| 2022 | 1,535 | $5.6M | $1.3M | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PCS RETIREMENT LLC | CONTRACT ADMINISTRATOR | $333,816 | — | $333,816 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $117,838 | — | $117,838 |
| DOUGALL CONRADIE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT LLC — CONTRACT ADMINISTRATOR
- DOUGALL CONRADIE LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $451,654
- Estimated Expense Ratio: 3.598% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $225,827 | — | $225,827 | — | — |
| 2022 | $114,376 | $17,329 | $97,047 | — | — |